UNDERSTANDING TODAY’S FINANCIAL ENVIRONMENT

Here at Reed Davis Wealth Management, our number one priority is helping hard-working families protect and grow the wealth they have acquired. As your advisors, our job is to give you answers to your financial questions, in plain English, so that you can make educated and informed decisions about your retirement. This website will walk you through Our Approach for showing you exactly how our team can help make your retirement a success and why we will insist that you Sleep on It before making a decision. Learning our process will also give you a framework by which to evaluate other firms you may be considering.


Choosing the right financial advisor can be one of your most important decisions in retirement.  We believe that before you pay someone a dollar in fees, or trust them with a penny of your nest egg, you must have them demonstrate exactly how they will deliver massive value to your retirement.


To help potential clients make an educated and informed decision about our firm, we’ve designed a no-cost, no-obligation process.


The first step in this process is a 15-minute initial call to answer your questions, to see if we are potentially a good fit for each other, and to explain in greater detail our process for helping you evaluate our firm.


To schedule this call, please contact us.


We work exclusively with people who are retired or who are planning to retire in the next few years.


  • CONFIDENCE


    When choosing financial advisors, the most important thing is knowing you can depend on them to protect your family’s future.

  • SERVICE


    We have built our business on consistently engaging and building strong relationships with our clients. That’s how we tailor investment strategies to your family’s unique needs.

  • STABILITY


    A disciplined approach to investing that manages risk is the way to meet your long-term investment goals – not chasing headlines or the latest fads.

Who we serve

Client Testimonials

  • It’s a pleasure having Eric Reed and his staff as our Financial Advisors. When we were introduced to him over 14 years ago, he saw us not just as potential clients, but as friends. He puts our concerns at ease when they arise because he has clear explanation of what is happening in current situations that can affect our accounts. We have learned to put our trust in him and his staff.

    Thank you very much Eric.

    - Arnold and Nancy A.
  • I’ve been an LPL Financial client for approximately 15 years. I have been very pleased with the professional service that I have experienced. I have complete confidence that my investments are first priority. I greatly appreciate the open communication and I’m always treated with friendly, courteous employees. All of this makes me feel like a valued client.

    - Steve C.
  • After the disastrous market downturn of 2008, we were overwhelmed managing our investments. We knew that we needed professional advice to stabilize and strengthen our financial footing. For the past 16 years, Donovan Davis of Reed Davis wealth Management has righted our ship and ensured we stayed on course with our retirement planning. Donovan always provides advice that is prompt, clear and he gives us confidence that our financial security is his first priority. This is a firm that provides personal and professional care for all your retirement needs and we highly recommend them as your financial manager.

    - Tom H.